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Paladin Research Report For:

Jaylon Ellison

4P Wealth Trust

CFP®, AIF®
6600 Peachtree Dunwoody Road
Embassy Row 600 St 575
Atlanta, GA 30328
404-556-6651

About Jaylon Ellison

Jaylon Ellison, our Chief Investment Officer, specializes in working with high-net-worth investors, business owners, and families seeking one-on-one service. Jaylon coordinates with his service team to inform you of and maintain accounts in your best interest through onboarding and ongoing working relationships. 4P Wealth Trust exists on the cornerstones of client service. Learn more at 4pwt.com.

See Disclosures

General Information

Firm Start Year
  • 2020
No. of Employees
  • 5-9
automated call
  • Yes
CRD#
  • 4572920
Firm CRD#
  • 146051
Insurance License#
  • 304069
Name of Custodial Firm
  • Fidelity Investments
States Licensed in
  • Alabama, Georgia, Tennessee, Florida
Years of Experience in Financial Services
  • 25
Number of Years with Current Firm
  • 5
Work Experience
  • AIG Financial Group Merrill Lynch Wells Fargo Advisors Advisory Services Network, LLC
Work with the following types of clients
  • Businesses, Individual Investors, Non-Profit Organizations, Investment Clubs
Advisory Services Provided
  • Financial Advice & Consulting, Investment Advice & Management, Estate Planning & Trusts, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Financial Planning for Individuals, Financial Planning for Businesses, Education Funding and Planning

Compliance

Investment Advisor Representative
  • Yes
Acknowledged fiduciary
  • Yes
Compliance Disclosures in Last 5 years
  • I have a clean record
Criminal Disclosures in Last 5 years
  • I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations
  • CFP®, AIF®
Securities Licenses
  • Series 7, Series 63, Series 65, Series 66

Firm Information

Firm's Number of Clients
  • 88
Firm's Number of Planning Clients
  • 88
Firm's Number of Managed Clients
  • 88
Assets Managed by Firm
  • 105,000,000
Advisor's Number of Clients
  • 88
Advisor's Number of Managed Clients
  • 88
Advisor's Number of Planning Clients
  • 88
Assets Managed by Advisor
  • 105,000,000

Compensation and Fees

Fee Structure
  • Fee-Based
Minimum Portfolio Size for New Managed Accounts
  • $500,000
Compensation Methods
  • Flat Fee, Hourly, Based on Assets
Fee % Based on Assets
  • Schedule
Hourly Rate
  • $250
Additional Details on Charges
  • Please reach out to Jaylon to discuss the fee schedule for all clients.
Minimum Fee Charged for Managed Accounts
  • $5000
Minimum Fee Charged for Hourly Planning Accounts
  • $250

Education

Bachelors of Science - Business Management Accounting

Jacksonville State University
09/02/1996 -05/15/2001

School of Business - Financial Planning

Wake Forest School of Business
11/27/2015 -12/07/2018

Disclosures

PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1890886/paladinregistry-4P-Wealth-Trust-detailed-disclosure.html